Our opinion is to be patient and move money out of defensive holding after the stock market is lower. Short-term bonds are very attractive. We have been looking for a -5% to -10% pullback in August and September.
Read BlogWe think mergers and acquisitions are coming back. Toward the end of many market cycles, that we have experienced, acquisitions heat up. The reason is economic growth slows down...
Read BlogWe have been looking for a 5%-10% pullback in the market, especially as we have entered the worse 2 months seasonally. The S&P 500 was down -2.3% last week.
Read BlogThe current expectations are for 200,000 new job gains for July, with the unemployment rate expected to be unchanged at 3.6%. The trend in how job trends generally play out...
Read BlogGOOG, MSFT, TXN, and V on Tuesday. GOOG has a low bar to jump over, I am not sure if management has the fire in the belly. We think they have an extraordinary business model...
Read BlogThis week, the important economic data will be Retail Sales and Housing data, very good indicators for the economy. In terms of earnings, we are looking forward to hearing
Read BlogNow that the markets are higher with significantly higher valuations, bonds rates moving up recently is a big negative for the stock market
Read BlogIt was an interesting Saturday watching what was happening in Russia. Can you imagine a U.S. force of 25,000 barreling down the highway toward Washington D.C.
Read BlogWe were surprised by the consensus amongst Fed members, from their meeting last week, to raise rates by another .50% this year.
Read BlogAsset allocation is a critical component of return and risk. However, very often during bear markets, even moderate allocations can have significant losses during bear markets.
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